Financial Liverpool - AGM and 'Working with trusts and advising trustees' webinar
We will hold our Financial Liverpool AGM and then Barrie Dawson, Technical Manager at Prudential will discuss what Financial Advisers need to be aware of when advising trustees.
If any member wishes to stand for a committee position they must advise the secretary at least 7 days prior to the AGM giving reasons why they wish to be elected to the committee. In such instances then those members attending the AGM will be asked to vote on the most appropriate member for the position.
Please contact our temporary secretary, Joel Carter at 'joelcarter535@gmail.com'.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.